“The SMS Advisory Partners sales assessment should be a required element of any Private Equity due diligence process because it evaluates the realistic potential of a sales organization to achieve investment goals and identifies the obstacles that should be addressed earlier rather than later”

... excerpted from a leading Private Equity advisers client recommendation

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What We Do:   SMS ADVISORY PARTNERS    is a team of professional sales analysts, management consultants, and recognized sales experts serving the Private Equity Investment community by evaluating the sales and marketing operations of small, medium and large companies and their potential to realize investment goals. This includes potential acquisitions as well as underperforming current assets. We provide our Private Equity clients valuable insights and recommendations on sales force optimization, probabilities of success, and obstacles or limitations which may limit the ability of a company's sales organization to achieve effective business strategy execution and desired revenue, growth, and profit goals. We offer advice, design processes and, if necessary, deliver corrective strategies focused on maximizing sales success. Essentially we focus intensely on the actual mechanics of growing the top line as a long term value driver.

Our Goals: Depending on the assignment, our goals include: 1) Assisting you with your fundamental due diligence; 2) Optimizing your investment strategy by creating or enhancing the sales competencies that drive and control top line growth; 3) Creating a profitable, competitive and sustainable sales advantage in your marketplace.

Our Methodology: We employ a direct, hands-on approach. As appropriate, we conduct onsite visits to interview the senior management, marketing and sales staffs. We survey and evaluate the field sales organization and management teams using proven, high-performance sales competency models and assessment tools, and deliver a candid and pragmatic report on our findings and recommendations.

Our Deliverables: A direct and realistic report on the state of the company’s sales and marketing strategy and the potential of the present organizational structure to manage growth and achieve its short and long term revenue targets.

If required, we will make recommendations on sales skills training or other corrective actions that will increase the overall effectiveness of the field and management team.

Our Outcomes:

A sales and marketing organization properly structured and equipped with the necessary skills and resources to successfully implement the company business plan.

A consistent framework of sales and marketing processes, attitudes and behaviors designed to increase organizational effectiveness and top line growth.

A management team focused on the details of strategy execution and goal achievement.

Your Results: SMS Advisory Partners has been recommended by leading Private Equity industry advisors for one very good reason. Traditional due diligence effectively measures the past performance of an acquisition, its strategy for growth,  the potential for success in its marketspace. The "missing link" however is an assessment of the capability of the sales organization to realize that potential. In other words the best business plan still requires a sales and sales management team capable of high-performance execution - often at a higher level than they have previously achieved. Doing so is an increasingly difficult task in today's ultra-competitive marketplace.

SMS Advisory Partners provide Private Equity clients with a final and powerful "due diligence" factor assessment that must be considered a fundamental and necessary element of any investment strategy today.